Our Process

Trickling Tempo © Larry Kanfer

Life can only be understood backwards, but it must be lived forwards.

– Soren Kierkegaard

Helping you determine your goals, mission, and objectives is the essential beginning point from which all good planning proceeds.

Being an accessible advisor, anticipating your needs and assisting you on a long-term basis. We will gladly spend the time needed to develop a close relationship and a careful analysis of the issues. We are flexible and tailor our services to your particular needs.

We work as a team with your attorneys, tax and other advisors.

We have assisted private company owners in selecting money managers, financial institutions, brokerages, or other financial professionals to provide investment advice, or administer a family office.

Our focus is helping you formulate comprehensive, thoughtful plans, of which life insurance is one component.

We help you amend your plans, over time, in light of changes in your goals, or in family circumstances, business ownership, or finances.